Investment Strategy, Private Markets - Vice President at iCapital | USA | Rezi

Investment Strategy, Private Markets - Vice President at iCapital

Investment Strategy, Private Markets - Vice President

iCapital · USA

2 weeks ago

Investment Strategy, Private Markets - Vice President

iCapital · USA

18 days ago
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About the Role

iCapital is seeking a Vice President, Private Markets Strategist to expand private markets coverage and provide insights to advisors, clients, and internal stakeholders. This role will strengthen research capabilities and thought leadership as the firm's private markets platform scales, complementing macro and public market research with a total portfolio approach. The ideal candidate will translate complex research into actionable messaging for financial advisors and serve as a strategic partner to the Alternative Distribution team.

Responsibilities

  • Conduct in-depth research and analysis across private equity, venture, private credit, infrastructure, real estate, secondaries, and other alternative investment strategies.
  • Develop differentiated viewpoints on private markets, including market trends, portfolio construction considerations and evolving investor adoption patterns.
  • Translate market research, investment data, and industry developments into actionable insights, advisor education materials, presentations, white papers, market commentaries, and client-facing content.
  • Partner closely with other members of the Investment Strategy team to enhance private markets coverage within broader asset allocation, market outlook, and thought leadership initiatives.
  • Collaborate with the Alternative Distribution team to support advisor engagement, strategic client conversations, educational events, and business development opportunities.
  • Serve as a subject matter expert during client meetings, advisor education sessions, conferences, webinars, and internal training programs.
  • Monitor industry trends, fund flows, regulatory developments, and competitive dynamics impacting private markets and alternative investments.
  • Leverage internal and external data sources to identify emerging themes and develop insights that inform investment narratives and client messaging.
  • Utilize analytical tools, technology, and AI-enabled research methodologies to improve research efficiency, uncover investment insights, and support scalable content creation.
  • Partner with Product, Research, Due Diligence, Distribution, and Client Solutions teams to ensure investment views and messaging remain aligned and relevant to evolving client needs.
  • Contribute to the development of repeatable research frameworks, knowledge resources, and scalable content supporting iCapital's expanding private markets platform.

Requirements

  • 8+ years of experience in private markets, alternative investments, asset management, investment strategy, investment research, or related investment functions.
  • Deep expertise across private market asset classes, including private equity, private credit, infrastructure, real estate, and related alternative investment strategies.
  • Strong analytical and quantitative capabilities with the ability to synthesize complex datasets into clear investment insights.
  • Experience working with investment data platforms and technology-enabled research tools; familiarity with AI-driven research and analytics applications is highly desirable.
  • Demonstrated ability to develop independent, differentiated investment viewpoints supported by rigorous analysis.
  • Proven experience translating investment research into compelling client-facing content, presentations, thought leadership, and advisor education materials.
  • Strong collaboration skills and a track record of working effectively across investment, product, distribution, research, and client-facing teams.
  • Excellent written, verbal, and presentation skills with the ability to communicate complex investment topics to sophisticated audiences.
  • Experience engaging directly with financial advisors, wealth management firms, institutional investors, or distribution teams is preferred.
  • Proficiency with Excel and familiar with Bloomberg, PitchBook, Preqin, FactSet, or similar investment research platforms.
  • Able to manage multiple priorities in a fast-paced environment while maintaining exceptional attention to detail.

Skills

  • Private equity
  • Venture capital
  • Private credit
  • Infrastructure
  • Real estate
  • Secondaries
  • Alternative investments
  • Investment strategy
  • Investment research
  • Asset allocation
  • Market outlook
  • Thought leadership
  • Advisor engagement
  • Client conversations
  • Educational events
  • Business development
  • Subject matter expertise
  • Industry trend monitoring
  • Fund flow analysis
  • Regulatory development monitoring
  • Competitive dynamics analysis
  • Data analysis
  • AI-enabled research
  • Research framework development
  • Knowledge resource development
  • Content creation
  • Excel
  • Bloomberg
  • PitchBook
  • Preqin
  • FactSet

Location

  • New York, NY

Work Type

  • Hybrid

Experience Level

  • Vice President
  • 8+ years

Salary/Compensations

  • $160,000 to $200,000

Benefits

  • Equity for all full-time employees
  • Annual performance bonus
  • Employer matched retirement plan
  • Generously subsidized healthcare
  • 100% employer paid dental
  • 100% employer paid vision
  • 100% employer paid telemedicine
  • 100% employer paid virtual mental health counseling
  • Parental leave
  • Unlimited paid time off (PTO)

About the Company

  • iCapital is a leading global fintech company revolutionizing how the alternative investment industry accesses data and technology.
  • For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us
  • Twitter: @icapitalnetwork
  • LinkedIn: https://www.linkedin.com/company/icapital-network-inc
  • Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

Equal Opportunity

  • iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.